This firm's name, 26 more advisory clients, 77 more Schedule C rows and 20 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
OCIO in Kansas
- Allina Health Pension Plan for Collectively Bargained Employees Investment adviser (plan)through Dec 31, 2025 Form 5500
- Everest Reinsurance Retirement Plan General consultantthrough Dec 31, 2025 Form 5500
- MT. Elliott Cemetery Association Retirement Plan Investment adviser (plan)Actuarythrough Sep 30, 2025 Form 5500
+26 more advisory clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Monro, Inc. Pension Plan Trusteethrough Mar 31, 2025
- Chalmers & Kubeck, Inc. Employees' Pension Plan Actuarythrough Jun 30, 2024
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Everest Reinsurance Retirement Plan | 2025 | 16 | CONSULTING | $92,500 |
| Allina Health Pension Plan for Collectively Bargained Employees | 2025 | 27 50 | NONE | $8,250 |
| Employees' Retirement Plan of Ellis Hospital | 2024 | 17 50 | NONE | $232,417 |
+77 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Form ADV readings
- charity clients 22 Apr 1, 2026 reported
- institutional clients 5,182 Apr 1, 2026 reported
- pension plan clients 5,160 Apr 1, 2026 reported
- raum discretionary $59B Apr 1, 2026 reported
- raum institutional $139B Apr 1, 2026 reported
- raum total $155B Apr 1, 2026 reported
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- Resources Investment Advisors, LLC no longer appears on NCR Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
+20 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.